TWM
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Thrive Wealth Management’s General Dynamics GD Stock Holding History

Thrive Wealth Management’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$651K Sell
1,836
-82
-4% -$28.1K 0.08% 114
2026
Q1 		$658K Sell
1,918
-248
-11% -$88K 0.1% 99
2025
Q4 		$729K Buy
2,166
+7
+0.3% +$2.39K 0.11% 99
2025
Q3 		$736K Buy
2,159
+7
+0.3% +$2.21K 0.11% 102
2025
Q2 		$628K Buy
2,152
+150
+7% +$41.3K 0.1% 106
2025
Q1 		$546K Buy
2,002
+41
+2% +$10.7K 0.1% 107
2024
Q4 		$517K Sell
1,961
-99
-5% -$28.5K 0.09% 116
2024
Q3 		$622K Sell
2,060
-20
-1% -$5.88K 0.11% 94
2024
Q2 		$604K Sell
2,080
-181
-8% -$53K 0.12% 96
2024
Q1 		$639K Sell
2,261
-224
-9% -$59.9K 0.13% 93
2023
Q4 		$645K Buy
2,485
+77
+3% +$18.8K 0.14% 89
2023
Q3 		$532K Buy
2,408
+126
+6% +$27.9K 0.14% 95
2023
Q2 		$491K Sell
2,282
-130
-5% -$28.1K 0.13% 98
2023
Q1 		$551K Buy
2,412
+401
+20% +$92.7K 0.14% 91
2022
Q4 		$499K Buy
2,011
+190
+10% +$46.3K 0.14% 88
2022
Q3 		$386K Buy
1,821
+303
+20% +$68.5K 0.14% 97
2022
Q2 		$336K Sell
1,518
-27
-2% -$6.21K 0.12% 107
2022
Q1 		$373K Sell
1,545
-181
-10% -$40.2K 0.11% 108
2021
Q4 		$360K Buy
+1,726
New +$349K 0.12% 107

Other funds holding GD

New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
SRIM
Saratoga Research & Investment Management Saratoga, California $1.83B AUM 18.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
RC
Randolph Company Cincinnati, Ohio $1.19B AUM 38.92% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SCTC
Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return
RMA
Roffman Miller Associates Philadelphia, Pennsylvania $1.91B AUM 28.29% 1-Year Est. Return

Thrive Wealth Management's GD Position: Q2 2026 in Review

Thrive Wealth Management reduced its General Dynamics (GD) stake by 4.3% in Q2 2026, selling an estimated $28.1K and leaving 1,836 shares worth $651K. The position accounts for 0.08% of the portfolio, ranked #114.

Thrive Wealth Management first reported a position in GD in Q4 2021 and has held it in 19 quarters since. The position peaked at $736K in Q3 2025. 776 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • Thrive Wealth Management held 1,836 shares of General Dynamics worth $651K as of Q2 2026.
  • Thrive Wealth Management sold 82 General Dynamics shares in Q2 2026, an estimated $28.1K.
  • General Dynamics made up 0.08% of Thrive Wealth Management's portfolio in Q2 2026, its #114 holding.
  • Thrive Wealth Management first reported a position in General Dynamics in Q4 2021 and has held it in 19 quarters since.
  • Thrive Wealth Management's General Dynamics position peaked at $736K in Q3 2025.
  • 776 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.